PRI FINANCIAL ADVISORS, INC.

PRI FINANCIAL ADVISORS, INC. of HOLLISTON, MA is an SEC-registered investment adviser (CRD 109390). Regulatory assets under management: $44.4M.

Registration

• CRD: 109390
• SEC file number: 801-66638
• Type: Registered investment adviser
• Location: 479 WASHINGTON ST., SUITE 4, HOLLISTON, MA, 01746-1828
• Phone: 508-429-0975
• Latest filing: 2017-03-03
• Regulatory AUM: $44.4M
• Discretionary AUM: $43.2M
• Non-discretionary AUM: $1.3M
• Clients: 1
• Accounts: 240

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 109390 on SEC IAPD (source of record)
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